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FFA
Farther Finance Advisors’s
Helios Technologies
HLIO
Stock Holding History
Farther Finance Advisors’s Portfolio
HLIO Stock Details
HLIO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$30.1K
Buy
440
+396
+900%
+$26.5K
﹤0.01%
3367
2025
Q4
$2.35K
Buy
44
+15
+52%
+$809
﹤0.01%
4628
2025
Q3
$1.51K
Buy
29
+24
+480%
+$1.12K
﹤0.01%
4239
2025
Q2
$167
Hold
5
–
–
﹤0.01%
4233
2025
Q1
$156
Sell
5
-6
-55%
-$242
﹤0.01%
3997
2024
Q4
$491
Hold
11
–
–
﹤0.01%
3444
2024
Q3
$524
Buy
11
+1
+10%
+$44
﹤0.01%
3416
2024
Q2
$468
Buy
10
+5
+100%
+$239
﹤0.01%
3292
2024
Q1
$220
Hold
5
–
–
﹤0.01%
3246
2023
Q4
$227
Buy
+5
New
+$231
﹤0.01%
3202
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30.48%
1-Year Est. Return
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$481B AUM
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1-Year Est. Return
VPM
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VCM
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$4.04T AUM
CCA
Conestoga Capital Advisors
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$5.01B AUM
6.26%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
SBF
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Sarasota, Florida
$333M AUM
91.79%
1-Year Est. Return
Jennison Associates
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$145B AUM
34.61%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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